Invests in
Sectors:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- SU
- DU
Lists including David
Investments
Work Experience
Chief Financial Officer
2023
2021
Investor and Board Director
2021
The industry-standard SaaS platform for private debt markets
2012
Investor and Board Observer
2012
2020 - 2023
Partner, Capital Markets
2020 - 2023
2020 - 2022
CFO and Board Director
2020 - 2022
2014 - 2022
Board Member
2014 - 2022
Independent global fixed income broker dealer
2014 - 2020
Board Member
2014 - 2020
2012 - 2020
Partner
2012 - 2020
2005 - 2011
Head of Equity Capital Markets, Chairman Equity Commitments Committee, Vice Chairman Investment Bank
2005 - 2011
1983 - 2005
Managing Director, Head of Equity Capital Markets, Head of Industrials and HY Corp Finance Groups
1983 - 2005
Experience included senior leadership positions in Equity Capital Markets, Mergers and Acquisitions, Corporate Finance, Debt derivatives and Capital Markets and Head of firmwide recruiting.